SBI Banking & Financial Services Fund vs Kotak Banking & Financial Services Fund compare
Kotak Banking & Financial Services Fund - Regular Plan - Growth
SBI Banking & Financial Services Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | SBI Banking & Financial Services Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Banking & Financial Services Fund - Regular Plan - Growth | SBI Banking & Financial Services Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1027 Cr | ₹6556 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 27 Feb 2023 | 26 Feb 2015 |
Category | Banking & Financial | Banking & Financial |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Financial Services TRI | Nifty Financial Services TRI |
Turn Over | 3.53% | 84% |
Expense Ratio | 2.19 | 1.81 |
Manager | Abhishek Bisen | Pradeep Kesavan |
ISIN Code | INF174KA1MA7 | INF200KA1473 |
Exits Load | Kotak Banking & Financial Services Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 | SBI Banking & Financial Services Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | SBI Banking & Financial Services Fund - Regular Plan - Growth |
---|---|---|
1 Month | 3.41% | 4.37% |
6 Month | 2.22% | 4.63% |
1 Year | 12.36% | 16.08% |
3 Year | - | 19.08% |
5 Year | - | 22.35% |
SIP Return Analysis
Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | SBI Banking & Financial Services Fund - Regular Plan - Growth |
---|---|---|
6 Month | 7.42% | 7.15% |
1 Year | 12.19% | 14.63% |
3 Year | - | 21.22% |
5 Year | - | 19.17% |
Rolling Lumpsum Returns
Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | SBI Banking & Financial Services Fund - Regular Plan - Growth |
---|---|---|
1 Year | 22.7% | 17.48% |
3 Year | - | 14.93% |
5 Year | - | 13.34% |
Risk Management
Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | SBI Banking & Financial Services Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 13.062% |
Sharp | - | 0.684% |
Beta | - | 0.84% |
Alpha | - | 5.666% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | SBI Banking & Financial Services Fund - Regular Plan - Growth |
---|---|---|
Name | Abhishek Bisen | Pradeep Kesavan |
Total AUM | ₹0 Cr | ₹434274 Cr |
Funds Managed | 33 | 43 |
Kotak Banking & Financial Services Fund - Regular Plan - Growth | SBI Banking & Financial Services Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
---|---|---|
Others | 5.39 | 14.28 |
Large Cap | 68.53 | 55.18 |
Small Cap | 13.88 | 14.09 |
Mid Cap | 12.21 | 16.45 |
Sector Allocation
Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
---|---|---|
Others | 2.38 | 14.28 |
Financial Services | 97.62 | 85.72 |
Top Comparisons
BANDHAN Dynamic Bond Fund - Regular Plan B - Growth
3Y Returns7.48%
Nippon India Dynamic Bond Fund-Growth Plan-Growth Option
3Y Returns7.51%
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.92%
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.92%
HSBC Low Duration Fund - Regular Growth
3Y Returns7.21%
Axis Treasury Advantage Fund - Retail Plan - Growth Option
3Y Returns6.92%
ICICI Prudential Equity & Debt Fund - Growth
3Y Returns18.93%
Nippon India Equity Hybrid Fund - Growth Plan
3Y Returns15.11%